Filed: 2/3/2025ACC: 0001861159-25-000001
📋 What this filing means
O'NEIL GLOBAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $342.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$342.4K
Total AUM (reported)
2.06M
Total Shares
Allocation by class
COM$342.4K100.0%
Portfolio Concentration
Top 3$193.3K56.5%
4–10$113.9K33.3%
11–25$27.6K8.1%
Rest$7.5K2.2%
Top 3 weight
56.5%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 2.06M
Sole
Full voting authority
2.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
Tesla Inc
SOLEShares188.96K
TypeSH
Market value$76.3K
22.29%
Sole
188.96K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares536.24K
TypeSH
Market value$72.0K
21.03%
Sole
536.24K
Shared
0.00
None
0.00
Meta Platforms Inc Cl A
SOLEShares76.89K
TypeSH
Market value$45.0K
13.15%
Sole
76.89K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares173.95K
TypeSH
Market value$40.3K
11.78%
Sole
173.95K
Shared
0.00
None
0.00
Palantir TechnologiesClA
SOLEShares501.23K
TypeSH
Market value$37.9K
11.07%
Sole
501.23K
Shared
0.00
None
0.00
Alphabet Inc Cl A
SOLEShares85.66K
TypeSH
Market value$16.2K
4.74%
Sole
85.66K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares27.21K
TypeSH
Market value$6.0K
1.74%
Sole
27.21K
Shared
0.00
None
0.00
Applovin Corp Cl A
SOLEShares16.43K
TypeSH
Market value$5.3K
1.55%
Sole
16.43K
Shared
0.00
None
0.00
Credo Tech Grp Hldng
SOLEShares69.98K
TypeSH
Market value$4.7K
1.37%
Sole
69.98K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares6.01K
TypeSH
Market value$3.4K
1.01%
Sole
6.01K
Shared
0.00
None
0.00
Vertiv Holdings Llc
SOLEShares26.63K
TypeSH
Market value$3.0K
0.88%
Sole
26.63K
Shared
0.00
None
0.00
Servicenow Inc
SOLEShares2.71K
TypeSH
Market value$2.9K
0.84%
Sole
2.71K
Shared
0.00
None
0.00
Cameco Corp
SOLEShares43.26K
TypeSH
Market value$2.2K
0.65%
Sole
43.26K
Shared
0.00
None
0.00
Howmet Aerospace Inc
SOLEShares19.53K
TypeSH
Market value$2.1K
0.62%
Sole
19.53K
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares6.28K
TypeSH
Market value$2.1K
0.60%
Sole
6.28K
Shared
0.00
None
0.00
Shopify Inc Cl A
SOLEShares18.98K
TypeSH
Market value$2.0K
0.59%
Sole
18.98K
Shared
0.00
None
0.00
iShares Bitcoin Trust
SOLEShares34.30K
TypeSH
Market value$1.8K
0.53%
Sole
34.30K
Shared
0.00
None
0.00
Corcept Therapeutics Inc
SOLEShares33.76K
TypeSH
Market value$1.7K
0.50%
Sole
33.76K
Shared
0.00
None
0.00
Argenx SE Ads
SOLEShares2.62K
TypeSH
Market value$1.6K
0.47%
Sole
2.62K
Shared
0.00
None
0.00
FidelityWiseOrgnBtcnBnIt
SOLEShares19.60K
TypeSH
Market value$1.6K
0.47%
Sole
19.60K
Shared
0.00
None
0.00
Freshpet Inc
SOLEShares10.03K
TypeSH
Market value$1.5K
0.43%
Sole
10.03K
Shared
0.00
None
0.00
Makemytrip Ltd
SOLEShares12.46K
TypeSH
Market value$1.4K
0.41%
Sole
12.46K
Shared
0.00
None
0.00
Brinker International
SOLEShares9.89K
TypeSH
Market value$1.3K
0.38%
Sole
9.89K
Shared
0.00
None
0.00
Sprouts Farmers Market
SOLEShares9.58K
TypeSH
Market value$1.2K
0.36%
Sole
9.58K
Shared
0.00
None
0.00
Roblox Corporation Cl A
SOLEShares19.36K
TypeSH
Market value$1.1K
0.33%
Sole
19.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Tesla IncSOLE | COM | 188.96K | SH | $76.3K 22.29% | 188.96K | 0.00 | 0.00 |
Nvidia CorpSOLE | COM | 536.24K | SH | $72.0K 21.03% | 536.24K | 0.00 | 0.00 |
Meta Platforms Inc Cl ASOLE | COM | 76.89K | SH | $45.0K 13.15% | 76.89K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 173.95K | SH | $40.3K 11.78% | 173.95K | 0.00 | 0.00 |
Palantir TechnologiesClASOLE | COM | 501.23K | SH | $37.9K 11.07% | 501.23K | 0.00 | 0.00 |
Alphabet Inc Cl ASOLE | COM | 85.66K | SH | $16.2K 4.74% | 85.66K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 27.21K | SH | $6.0K 1.74% | 27.21K | 0.00 | 0.00 |
Applovin Corp Cl ASOLE | COM | 16.43K | SH | $5.3K 1.55% | 16.43K | 0.00 | 0.00 |
Credo Tech Grp HldngSOLE | COM | 69.98K | SH | $4.7K 1.37% | 69.98K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 6.01K | SH | $3.4K 1.01% | 6.01K | 0.00 | 0.00 |
Vertiv Holdings LlcSOLE | COM | 26.63K | SH | $3.0K 0.88% | 26.63K | 0.00 | 0.00 |
Servicenow IncSOLE | COM | 2.71K | SH | $2.9K 0.84% | 2.71K | 0.00 | 0.00 |
Cameco CorpSOLE | COM | 43.26K | SH | $2.2K 0.65% | 43.26K | 0.00 | 0.00 |
Howmet Aerospace IncSOLE | COM | 19.53K | SH | $2.1K 0.62% | 19.53K | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 6.28K | SH | $2.1K 0.60% | 6.28K | 0.00 | 0.00 |
Shopify Inc Cl ASOLE | COM | 18.98K | SH | $2.0K 0.59% | 18.98K | 0.00 | 0.00 |
iShares Bitcoin TrustSOLE | COM | 34.30K | SH | $1.8K 0.53% | 34.30K | 0.00 | 0.00 |
Corcept Therapeutics IncSOLE | COM | 33.76K | SH | $1.7K 0.50% | 33.76K | 0.00 | 0.00 |
Argenx SE AdsSOLE | COM | 2.62K | SH | $1.6K 0.47% | 2.62K | 0.00 | 0.00 |
FidelityWiseOrgnBtcnBnItSOLE | COM | 19.60K | SH | $1.6K 0.47% | 19.60K | 0.00 | 0.00 |
Freshpet IncSOLE | COM | 10.03K | SH | $1.5K 0.43% | 10.03K | 0.00 | 0.00 |
Makemytrip LtdSOLE | COM | 12.46K | SH | $1.4K 0.41% | 12.46K | 0.00 | 0.00 |
Brinker InternationalSOLE | COM | 9.89K | SH | $1.3K 0.38% | 9.89K | 0.00 | 0.00 |
Sprouts Farmers MarketSOLE | COM | 9.58K | SH | $1.2K 0.36% | 9.58K | 0.00 | 0.00 |
Roblox Corporation Cl ASOLE | COM | 19.36K | SH | $1.1K 0.33% | 19.36K | 0.00 | 0.00 |
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